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Added 13 mins ago
Head of Client Experience - North America
Rimes Technologies
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Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…
Added 29 mins ago
TI
QA Automation with Capital Market
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- Full-time
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- $110,000 to $130,000 CAD / year
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Exposure to securitizations, covered bonds, capital markets, acquisitions, or finance transformation is an asset.
Added 29 mins ago
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Municipality of North Grenville - Chief Administrative Officer
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Lead annual budgeting and develop a clear long-term financial and capital plan that balances growth, infrastructure requirements, service expectations, and community affordability.
Added 29 mins ago
K-
Directeur Financier
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- Full-time
Oversee cash flow, cash management, working capital, and company audits
Added 29 mins ago
AR
Controller
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- $100,000 to $150,000 CAD / year
- Full-time
· Identify key cost drivers and lead initiatives to optimize working capital efficiency, spending across procurement, supply chain, production, and overhead functions.
Added 29 mins ago
FB
Senior Accountant, Treasury
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AB · Edmonton, AB
- Full-time
The Senior Accountant, Treasury supports the management of cash, banking, and treasury operations across Forbes Bros. Group of Companies. You will maintain cash forecasts, reconciliations,…
Added 29 mins ago
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Toronto, ON · North York, ON
- $110,000 to $150,000 CAD / year
- Full-time
…across public equities, fixed income, private equity, venture capital, and real…
Added 43 mins ago
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Financial Analyst - Financial Assessment
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- Full-time
Support the Asset Management and Accounting team in updating the financial models for various investments within the Capital Portfolio, performing ad hoc analyses, preparing asset…
Added 43 mins ago
P
Capital Projects and Infrastructure, Infrastructure Project Finance, Director
PwC
Toronto, ON
- Full-time
A career within Deals Capital Projects and Infrastructure will provide you the opportunity to deliver lead financial and strategic advisory services to our clients on infrastructure…
Added 58 mins ago
M
Designated Professional, Assurance and Accounting - Agriculture
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- Full-time
Perform accounts receivable, accounts payable, capital asset acquisition and disposition and payroll walk-through with clients
Added 58 mins ago
CG
Associate, Financial Planning
Canaccord Genuity Group Inc.
Edmonton, AB
- Full-time
…segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating…
Added 58 mins ago
B
Portfolio Manager
BMO
Waterloo, ON · MARS
- Full-time
Provide consultative advice on treasury and cash management strategies that help clients improve working capital, liquidity, and operational efficiency.
Added 58 mins ago
Financial Advisor - Owen Sound
Scotiabank
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…and private banking, corporate and investment banking, and capital…
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Manager, Partnership Development & Growth
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Added 58 mins ago
Customer Experience Associate - Montgomery Place (30 hours/week) (15 month contract)
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Customer Experience Associate - Corner Brook Plaza, Newfoundland (18.75 Hours/ Week)
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Customer Experience Lead - Corner Brook Plaza, Newfoundland
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Analyst, Business Risk Management
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Toronto, ON
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Added 58 mins ago
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VP, Operations & Transformation
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…the organization, a strong command of operating leverage and capital efficiency, and the judgment to balance near-term performance with long-term value creation, while leading change…
Added 58 mins ago
PA
Vice President Operations Development
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Kingston, ON
- $140,000 to $165,000 CAD / year
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Manage third-party service contractors, capital expenditure planning, and annual operating budgets.
Added 58 mins ago
TI
Senior QA Tester – Treasury / Capital Markets
Tekgence Inc
Mississauga, ON
- Full-time
Added 58 mins ago
C
Property Manager
CBRE
Toronto, ON
- Full-time
Develop and control annual budgets for operating and capital expenses. Forecast management plans and prepare monthly performance reports, explaining variances.
Added 58 mins ago
TC
Temporary Senior Financial Analyst - Asset Management and Financial Planning
The Corporation of the Town of Ajax
Ajax, ON · Town Hall
- Full-time
Build a transparent, defensible capital investment plan that links level-of-service targets, asset performance and risk, backed by financial and non-financial data such as asset condition…
Added 1 hour ago
S
Finance Manager
Stagevision
Mississauga, ON
- Full-time
Manage working capital including A/R and A/P processes, collections, and payment runs

BMO

Portfolio Manager

Waterloo, ON, Canada
MARS, Canada

$50,000.00 - $100,000.00 · Full-time

Apply About employer

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Job details

Pay: $50,000.00 - $100,000.00
Job type: Full-time
Apply by: Nov 29, 2026
Experience: 4-6 years of experience in treasury management, cash management, commercial banking, financial services, or a related area.
Posting language: English
Posted: Oct 28, 2026

Original job description

Application Deadline:

11/28/2026

Address:

20 Erb Street West

Job Family Group:

Commercial Sales & Service

Portfolio Manager
Drive client success through innovative treasury and payment solutions.

Are you passionate about building strong client relationships, delivering strategic financial solutions, and driving business growth? Join our team as a Portfolio Manager, Treasury & Payment Solutions, where you’ll partner with commercial clients to optimize cash flow, enhance liquidity, and streamline payment operations through industry-leading treasury management solutions.

In this client-focused role, you will act as a trusted advisor, managing a portfolio of business clients while identifying opportunities to deepen relationships and deliver tailored treasury and payment solutions that support their growth and operational efficiency.

What You'll Do

Manage and Grow a Client Portfolio

Serve as the primary relationship manager for a portfolio of commercial clients, developing deep knowledge of their business objectives and financial needs.
Build and maintain trusted, long-term relationships with key decision-makers and stakeholders.
Identify opportunities to expand client relationships through treasury management, cash management, and payment solutions.

Deliver Strategic Treasury Solutions

Provide consultative advice on treasury and cash management strategies that help clients improve working capital, liquidity, and operational efficiency.
Analyze client financial and industry data to develop customized recommendations and solution strategies.
Introduce innovative products, services, and digital capabilities aligned to client needs and market trends.

Drive Business Development

Proactively identify, develop, and close new business opportunities within the portfolio.
Lead client discussions regarding product offerings, pricing, and implementation strategies.
Promote adoption of industry-leading treasury and payment solutions, creating value for clients and the bank.

Ensure an Exceptional Client Experience

Coordinate implementation activities and partner with internal teams to ensure successful onboarding and timely delivery of solutions.
Manage documentation, pricing, and project milestones throughout the implementation process.
Continuously identify opportunities to improve processes and elevate the client experience.

Manage Risk and Compliance

Ensure adherence to all regulatory requirements, operational controls, and risk management standards.
Monitor account activity and operational processes to identify potential risks and implement appropriate escalation procedures.
Exercise sound judgment and risk-informed decision-making to protect clients and the bank.

What You'll Bring

Qualifications

Bachelor's degree in Business Administration, Finance, Accounting, or a related field, or an equivalent combination of education and experience.
4-6 years of experience in treasury management, cash management, commercial banking, financial services, or a related area.
Demonstrated success in portfolio management, relationship management, or business development.
Strong communication, negotiation, analytical, and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment.

Preferred Experience & Skills

Treasury Management
Cash Management & Liquidity Solutions
Payments & Digital Banking Technologies
Commercial Client Relationship Management
Financial Analysis
Risk Assessment & Mitigation
Regulatory Compliance
Data Analysis & Reporting
Project Coordination
Process Improvement

Why Join Us?

Manage a portfolio of sophisticated commercial clients and become a trusted financial advisor.
Work alongside experienced banking and treasury professionals in a collaborative environment.
Help businesses achieve stronger financial performance through innovative treasury and payment solutions.
Access ongoing career development and advancement opportunities.
Make a meaningful impact on both client success and business growth.

If you are a relationship-focused professional who enjoys combining strategic advisory, portfolio management, and treasury expertise to deliver outstanding client outcomes, we encourage you to apply.

Salary:

$50,000.00 - $100,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Portfolio Manager will manage and grow a portfolio of commercial clients by providing strategic treasury and payment solutions to optimize cash flow and liquidity. They are responsible for identifying new business opportunities, maintaining long-term client relationships, and ensuring operational excellence through effective risk management.

Requirements

Candidates must hold a bachelor's degree in Business, Finance, Accounting, or a related field. A minimum of 4-6 years of experience in treasury management, commercial banking, or financial services is required.

Skills

Treasury management
Cash management
Liquidity solutions
Commercial banking
Relationship management
Business development
Financial analysis
Risk assessment
Regulatory compliance
Data analysis
Project coordination
Process improvement
Strategic advisory
Payment solutions
Digital banking

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Treasury Management
Cash Management
Liquidity Solutions
Commercial Banking
Relationship Management
Business Development
Financial Analysis
Risk Assessment
Regulatory Compliance
Data Analysis
Project Coordination
Process Improvement
Digital Banking
Working Capital
Strategic Advisory
Portfolio Management
BMO Financial Group
Payment Operations
Client Onboarding
Operational Efficiency

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